CH Investment Partners
Client Service Associate
Position Summary
CH Investment Partners develops and maintains relationships with ultra-high-net-worth Partner Families, advising them on ways to build and protect generational wealth while providing superior on-demand service.
This is a support role ensuring an exceptional client experience. In this role, the Client Service Associate will cultivate relationships with Partner Families and internal business groups, while maintaining a high degree of confidentiality and urgency. Attention to detail, strong communication skills and a pro-active approach are essential for success.
Primary Responsibilities
- Work closely with a team of Advisors to support Partner Family needs
- Support all aspects of the business from an operational and account management standpoint
- Plan and manage on boarding process including documentation, account opening, overseeing transfers and ensuring all supporting documentation is compliant
- Analyze and understand estate planning agreements to populate account and investment documentation accurately
- Manage cash transfer needs including daily and periodic wires, checks and ACH payments
- Coordinate and execute investment allocation and rebalance strategies
- Execute, process and reconcile trading and other investment related activity
- Monitor and handle administrative client service issues
- Maintain files, including scanning, filing and maintaining client documents to the company’s standards and ensuring they are compliant and organized
- Serve as key liaison to other areas within the business to support Advisors and Partners
Desired Skills & Experience
- 2-4 years of experience with a background in Wealth Management preferred
- Commitment to excellence and strong drive to serve Advisors and Partner Families
- Self-motivated and able to work both independently and collaboratively
- Strong verbal, written and organizational skills
- Strong operational background, ability to track and manage complex work
- Ability to create and foster strong partnerships
- Ability to work in a dynamic environment and think clearly under pressure
- Aptitude for technology and ability to quickly learn software applications
To apply, please send a resume to Careers at
wcrane@chinvestments.com